Functionalities
Project management
Managing projects with Eciently: Schedule, run and implement projects efficiently
Eciently offers a wide array of project management tools that help you to effectively schedule, manage and implement projects. Whether it involves small in-house projects or large-scale customer projects, Eciently’s project management tools pave the way to their success.
Eciently allows you to manage all your projects in one central location. Create new projects, assign team members and monitor the progress of projects in real time. Gain a full overview of the status, deadlines and milestones of every project.
Plan your projects efficiently with Eciently’s intuitive project planning tools. Create tasks, map dependencies and set realistic time lines. Allocate resources to tasks and ensure a well-balanced distribution of work among your team members.
Eciently helps you to effectively allocate and manage your resources. Check your team members’ availability and workload and assign tasks taking into account their capability, skills and availability. Optimise the resource planning and avoid overload.
Rely on Eciently’s task management feature to manage and monitor tasks within your projects. Assign responsibilities, set priorities, add deadlines and monitor progress. Keep a close eye on the key milestones and make sure your project remains on track.
Store all your project-related documents and files in one central location with Eciently’s document management feature and file storage system. Organise and share files and documents with your team members, work together on documents and always keep the latest versions at hand.
Eciently allows you to keep a detailed history of all interventions and changes made within your projects, thus enabling you to track the evolution of every project, underpin decision-making processes and keep a complete overview of all actions taken.
Manage the arrival and departure times of your team members working on your projects easily and efficiently. Record the hours spent on projects and gain insight into the time allocation per staff member and per project.
Eciently offers powerful margin calculation tools. Keep track of your projects’ costs and profits, calculate profit margins and gain insight into your projects’ financial performance. Identify cost optimisation and profit maximisation opportunities.
Eciently offers you the possibility to connect to Tradeplace, which gives you access to up to date product information, availability and prices – photographs and specification details.
CRM
Efficient customer relationship management (CRM) with Eciently: Optimise your customer interactions and boost customer satisfaction
Eciently offers an extensive CRM system that helps you manage your customer relationships, monitor customer interactions and improve customer satisfaction levels.
Use Eciently’s quotation management feature to create professional price quotations. Manage requests for quotations, draw up customised quotations and track the status of quotations. Enhance the efficiency of your sales process and close deals more quickly.
Manage all your customer contacts and relevant contact information in one single central location using Eciently’s contact management tool. Store contact details, organise your contacts into categories, record important notes as well as a history of communications, interactions and other important details that help you to create customised and effective customer interactions.
Eciently enables you to manage your email communications effectively. Integrate your email accounts with Eciently and receive and send emails directly from the CRM system. This will allow you to work more efficiently and ensure a better follow-up as all your customer communications are centralised in one single location
Monitor and manage all your leads in Eciently. The program allows you to easily organise and monitor leads and keep track of relevant information, from the initial contact to the final conversion. This will help you to identify potential sales opportunities and streamline your lead generation process
Eciently’s reporting and analysis tools provide you with valuable insights into your customer data. Generate reports and analyse key statistics to identify trends and patterns, enabling you to make well-informed decisions and optimise your sales and marketing strategies.
Eciently facilitates the importing and exporting of data, allowing you to sync your CRM system with other systems and data sources. Import and export contact details, leads or other relevant information in a simple and efficient way.
Retail software
For retailers, Eciently offers functionalities that have been specifically designed to support retail activities.
These include tools for quotation management, contact management, contact databases, email management, lead management, reporting and analysis, data import and export, interaction management and satisfaction management. These features help you to strengthen your customer relationships, optimise your sales processes and improve your competitiveness.
Finance solutions for the retail sector
Optimise your financial processes and improve your cash flow
Eciently offers extensive finance functionalities that are specifically tailored to the needs of the retail business. These solutions enable you to streamline your financial processes, improve cash flow and optimise your financial performance
Use Eciently to efficiently deal with your creditors. Keep a clear overview of unpaid invoices, payment terms and supplier information. Process incoming invoices, keep track of payment terms and ensure timely payment to stay on good terms with your suppliers.
Effective debtor management is critical to a sound cash flow. Eciently helps you to optimise your debtor management. Monitor outstanding invoices, set payment reminders and keep track of customers’ payment status. This enables you to collect payment on time and reduce the risk of bad debt.
If you are looking to streamline your invoicing process, Eciently is the perfect solution. Generate professional, customised invoices, add relevant information such as products, prices and terms and conditions of payment, and forward them to your customers. This will speed up the invoicing process and ensure accurate and timely invoicing.
Eciently helps you to validate and verify your customers’ banking details, thus ensuring that payments are processed correctly and avoiding errors or delay in completing financial transactions.
Eciently offers powerful budgeting and forecasting tools. Plan and manage your financial objectives, establish budgets for different cost and revenue categories and monitor actual performance against projected budgets. This will help you reach your financial objectives and allow for better, data-driven decisions
Eciently facilitates the management of general ledger accounts and product information as it keeps track of financial transactions, categorises revenue and expenditure and generates financial reports. This will provide you with a clear insight into your financial position and help you make well-informed decisions.
Eciently allows you to send automated reminders to customers with overdue invoices. You can create customised templates for reminders and set the times at which they are to be sent automatically. This enables you to reduce late payments and improve cash flow. A history of reminders is also kept, which gives you an overview of all communications with customers regarding overdue payments.
Eciently offers all you need to effectively manage your financial processes and optimise your cash flow. Its automated features and accurate reporting enable you to improve your financial performance in the retail business and lead your business to success
Experience efficiency in just a few steps
Are you ready to take your business to new heights? Discover the power of flawless efficiency with Eciently. Contact us today to arrange a free demonstration and experience for yourself how our program can give your business a boost.
Efficiency starts here.
